We're Looking for Experienced Wealth Advisors
Connect with the Rocky Mountain team.
Reach out to Greg Kadet, Managing Director.
Reach your full potential with Bernstein
Bernstein Private Wealth Management has a long-standing presence across the Rocky Mountain region—among the fastest growing regions for UHNW families. Now we’re looking for proven wealth advisors who can make an immediate contribution as we deepen our ties with this key cohort.
Ideally, you are a:
- Solution-oriented, trusted wealth advisor
- Consummate professional who thrives in a fast-paced environment
- Team player who enjoys developing new relationships
- High performer who feels limited and is seeking a well-resourced platform and support model to attract and service UHNW clients.
What is the best advice you were ever given?
Came from my dad. The right path is always the hardest path. He had lots of one-liners. Why am I back in the Rocky Mountains? My wife and I started dating here. We started the beginnings of our family here. This is a place where people wanna be. They wanna have fun, but they also wanna work hard, and they want to drive impact and wanna make a difference. This is a place where you can do it. Our ability to grow, our ability to recruit talent, our ability to serve the wealthiest families, business owners, executives, to make a difference in this town. We have just an incredible opportunity that's the size of these mountains that are behind me. Bernstein Private Wealth Management. It's a wealth management business that is focused on first principles, delivering wealth management at the highest levels with the smartest people on Wall Street. We hire good people, we treat 'em well. We train them, we develop them. We understand the successes, the challenges, the areas of opportunity where we can plug in and help. Not doing everything, but being the best at the four or five things that matter the most to families. Our clients are growing, their families are growing, businesses are moving here. Our growth has to match the growth of these cities in this region. We will find people that reflect our vision. We'll find people that reflect our values, that are gonna sign up for the strategy, and that really wanna be part of a special culture. Leadership, at the end of the day, is helping people accomplish what they want. How do I help people climb more mountains? What's that journey look like? How do we get to the top? I never want to stop doing that. In the wealth management business, not everything's gonna go your way, but if you do the right thing day in and day out, you're gonna win a lot more than you lose.
The opportunity
Bernstein sees the Rocky Mountains as more than just a stunning backdrop; they embody the spirit of adventure and growth that drives us. Our team reflects our core values, fostering a culture of collaboration, inclusion, and exceptional partnerships. In this breathtaking playground of the Rockies, we are committed to serving the wealthiest families and organizations while making a genuine impact in our community. Together, we embrace the thrill of exploration and the joy of shared success, ensuring that every client feels valued and understood.
I never imagined how much I’d value Bernstein - the culture, the strategy, and the people. It’s iron sharpens iron here, and together we climb higher.
Not a wealth advisor? Click here for other opportunities at Bernstein.
Let us be your catalyst
Our Rocky Mountain region team benefits from a long-tenured support team and experienced leadership with a proven record cultivating high-performing advisory practices. If you’re intellectually curious and tend to thrive amid complexity, we can help you make inroads in the growing mountain west UHNW market. Our platform includes valuable resources to help unlock your success:
- Singular focus on money management with over $153B in AUM
- More than half a century advising wealthy families under a fiduciary umbrella
- Seasoned experts with an intimate understanding of UHNW concerns like governance, family dynamics, and preparing the rising generation
- 33 professionals positioned across the country focusing on the intersection of tax, wealth, and estate planning
We also provide dedicated resources for value added services like 401(k) plans, cash balance plans, nonprofit and foundation management, concentrated stock modeling, pre-transaction planning.
For the advisors that are really UHNW-oriented, looking for a longer term solution, very investment and holistic planning driven—both hard and softer elements of planning—I think we offer a pretty good solution.
What sets us apart?
In a recent podcast episode, AdvisorHub's CEO, Tony Sirianni, sits down with Onur Erzan, Bernstein’s Head of Private Wealth, to discuss what makes Bernstein the platform of choice for advisors with an UHNW focus. From direct access to money managers and private alternatives to sophisticated estate planning resources and the backing of patient capital, we empower advisors to deliver bespoke solutions that meet the needs of UHNW clients.